See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,065 | $57,103-24.6% | $87,507-50.8% | $57,658-25.3% |
| Participation rate | 63.9% | 64.3%-0.4pp | 73.8%-9.9pp | 70.2%-6.3pp |
| Annual return | 7.69% | 12.71%-5.0pp | 12.21%-4.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $952 | $1,107-14.0% | $2,550-62.7% | $1,974-51.8% |
| Participant deferral / active EE | $2,429 | $2,250+8.0% | $3,149-22.9% | $3,061-20.6% |
| Admin fee / account holder | $7 | $281-97.4% | $4,221-99.8% | $95-92.3% |